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Cosner Financial Group’s UnitedHealth UNH Stock Holding History

Cosner Financial Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-469
Closed -$246K – 37
2025
Q1 		$246K Buy
469
+2
+0.4% +$1.02K 0.15% 33
2024
Q4 		$236K Buy
467
+2
+0.4% +$1.14K 0.15% 35
2024
Q3 		$272K Buy
465
+1
+0.2% +$566 0.18% 33
2024
Q2 		$236K Buy
464
+2
+0.4% +$980 0.17% 31
2024
Q1 		$228K Buy
462
+2
+0.4% +$1.02K 0.16% 33
2023
Q4 		$242K Buy
460
+2
+0.4% +$1.07K 0.2% 32
2023
Q3 		$231K Buy
458
+1
+0.2% +$492 0.2% 23
2023
Q2 		$219K Buy
+457
New +$223K 0.18% 22

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cosner Financial Group's UNH Position: Q2 2025 in Review

Cosner Financial Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 469 shares — an estimated $246K sold.

Cosner Financial Group first reported a position in UNH in Q2 2023 and held it in 8 quarters. The position peaked at $272K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Cosner Financial Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Cosner Financial Group sold 469 UnitedHealth shares in Q2 2025, an estimated $246K.
  • Cosner Financial Group first reported a position in UnitedHealth in Q2 2023 and held it in 8 quarters.
  • Cosner Financial Group's UnitedHealth position peaked at $272K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Cosner Financial Group's 13F filing for Q2 2025, filed 31 Jul 2025.